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Congress Wealth Management’s First Trust Dorsey Wright Focus 5 ETF FV Stock Holding History

Congress Wealth Management’s Portfolio FV Stock Details FV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$500K Hold
8,434
– – ﹤0.01% 925
2025
Q1 		$463K Buy
8,434
+200
+2% +$11.9K 0.01% 835
2024
Q4 		$486K Hold
8,234
– – 0.01% 646
2024
Q3 		$480K Buy
+8,234
New +$463K 0.01% 639

Other funds holding FV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Congress Wealth Management's FV Position: Q2 2025 in Review

Congress Wealth Management held its First Trust Dorsey Wright Focus 5 ETF (FV) position steady in Q2 2025 at 8,434 shares worth $500K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

Congress Wealth Management first reported a position in FV in Q3 2024 and has held it in 4 quarters since. 313 funds tracked by Wall St. Rank hold FV as of Q2 2025.

  • Congress Wealth Management held 8,434 shares of First Trust Dorsey Wright Focus 5 ETF worth $500K as of Q2 2025.
  • Congress Wealth Management left its First Trust Dorsey Wright Focus 5 ETF share count unchanged in Q2 2025.
  • First Trust Dorsey Wright Focus 5 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #925 holding.
  • Congress Wealth Management first reported a position in First Trust Dorsey Wright Focus 5 ETF in Q3 2024 and has held it in 4 quarters since.
  • 313 funds tracked by Wall St. Rank held First Trust Dorsey Wright Focus 5 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.